See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $592,111 | $77,899+660.1% | $149,673+295.6% | $75,163+687.8% |
| Participation rate | 97.4% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.2pp |
| Annual return | 20.12% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $22,206 | $3,137+607.8% | $4,818+360.9% | $2,670+731.8% |
| Participant deferral / active EE | $16,941 | $3,411+396.7% | $5,680+198.3% | $4,125+310.7% |
| Admin fee / account holder | $27,587 | $5,956+363.2% | $13,210+108.8% | $5,651+388.2% |